1. Accreditations: Choose Wisely
Focus on niche offerings and accreditations relevant to your targeted market, rather than going for all.
2. Time Management: You Can't Be Everything to Everyone
Consider focusing on areas you want to specialise in and outsource what you don’t.
3. Expand Your Reach
Building strong rapport with local professionals like Accountants and Real Estate Agents is crucial, but don’t limit yourself to the local market.
4. Referral Partners: The Goldmine
Referral partners can be your lifeline, especially when starting. Always respond to queries promptly and ensure that you manage your workload efficiently.
5. The Hustle Never Stops: Stay Active
Being a finance broker requires full-time effort. If you're hoping to work part-time and have a steady income, think again.